Scalable Capital's revelation that it is to offer £200 fixed-fee advice over the phone or face-to-face alongside its online proposition shows the firm has learnt lessons but, writes Tom Ellis, it also offers food for thought for financial advisers too
Note: To avoid confusion, when reading ‘robo-adviser' in this article please also read ‘online discretionary wealth manager', 'digital investment manager', 'digital wealth manager' or any other concoction...
Re-platforming went well
Adviser tech platform Advicefront has integrated with Intelliflo’s business management software Intelligent office (iO).
Users of Intelligent Office
Engage with followers
Revisiting the portfolio debate
Health and wellbeing focus
'Shortcut to rationality'